Branch Professional; RJFS, Carter Advisory Services
Abbey assists the Carter Advisory Services team as they develop periodic reviews of clients’ financial plans. The review process is essential to help clients identify and achieve their financial goals.
Abbey graduated Summa Cum Laude from Texas A&M University in May of 2018 with a Bachelor of Science in Agricultural Economics and a minor in Financial Planning. She passed the CFP® examination November 2018 and is currently earning her experience hours towards the designation.
Abbey is from Sugar Land, TX and currently resides in Dallas. As an avid animal lover and horsewoman, she spends her free time riding and showing her Quarter Horse gelding, Sailor. She also enjoys living an active lifestyle and spending time outdoors.